SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 927 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,211,282 | -3.6% | 477,364 | +1.2% | 4.34% | -1.9% |
| Q2 2023 | $16,821,738 | +1.4% | 471,858 | -1.1% | 4.42% | -2.9% |
| Q1 2023 | $16,597,659 | +7.2% | 476,944 | -0.7% | 4.55% | +2.3% |
| Q4 2022 | $15,478,185 | +13.9% | 480,540 | -0.6% | 4.45% | +6.8% |
| Q3 2022 | $13,593,000 | -5.2% | 483,205 | +5.9% | 4.16% | -13.2% |
| Q2 2022 | $14,345,000 | +2.7% | 456,129 | +20.0% | 4.80% | +15.2% |
| Q1 2022 | $13,963,000 | -3.0% | 380,246 | +2.7% | 4.16% | -2.5% |
| Q4 2021 | $14,395,000 | +2.2% | 370,333 | +1.8% | 4.27% | -2.6% |
| Q3 2021 | $14,081,000 | -0.2% | 363,854 | +1.7% | 4.38% | -1.4% |
| Q2 2021 | $14,114,000 | +7.1% | 357,769 | +2.1% | 4.45% | +0.0% |
| Q1 2021 | $13,177,000 | +3.6% | 350,263 | -0.8% | 4.44% | -2.7% |
| Q4 2020 | $12,716,000 | +14.8% | 353,136 | +0.1% | 4.57% | +6.8% |
| Q3 2020 | $11,073,000 | -5.7% | 352,634 | -10.7% | 4.28% | -13.1% |
| Q2 2020 | $11,744,000 | +15.5% | 394,750 | +0.3% | 4.93% | +2.8% |
| Q1 2020 | $10,170,000 | – | 393,571 | – | 4.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TimeScale Financial, Inc. | 2,353,958 | $88,556,000 | 22.86% |
| Matrix Trust Co | 1,895,020 | $71,291,000 | 19.47% |
| SVB Investment Services Inc. | 520,347 | $19,575,000 | 15.59% |
| ACT WEALTH MANAGEMENT, LLC | 632,906 | $23,810,000 | 15.37% |
| JBJ Investment Partners, LLC | 1,620,280 | $60,955,000 | 13.33% |
| Evergreen Advisors, LLC | 900,577 | $33,880,000 | 12.98% |
| Northwest Capital Management Inc | 433,873 | $16,323,000 | 11.86% |
| Personal Capital Advisors Corp | 52,477,785 | $1,974,214,000 | 11.44% |
| Your Advocates Ltd., LLP | 383,658 | $14,433,000 | 10.67% |
| Callan Capital, LLC | 1,459,637 | $54,912,000 | 9.99% |